MechAxis feature
Customer approvals without another app or password
Customers open a secure link to review a quote, approve work and view invoice information. They do not need access to the workshop system, and the decision is recorded against the document the service advisor sent.
Start free trial
Illustration of how this feature works.
How the day runs
What you can do
Give customers a simple mobile-friendly view
Keep the response attached to the quote
No customer account setup
Customers use a link to their quote or invoice. Quote approval includes an emailed verification code. The customer portal for viewing service history uses a separate sign-in.
Approval is part of the job history
Approved quote findings can become job tasks, preserving the link between the inspection, customer decision and completed work.
Show customers the details they need
Workshop navigation, reports and customer lists never appear on public document pages.
Questions
Questions workshops ask
01Does a customer need a MechAxis login?+
No. Secure links give the customer access to the specific quote or invoice they were sent.
02Can approved inspection work become job tasks?+
Yes. Approved findings can be converted into technician tasks without copying the description.
03Can customers see workshop-only notes?+
No. Public documents show customer-facing content, not internal workshop notes or navigation.
30-day trial
Try a customer quote approval
30 days. No card required. Compare plans for feature availability after the trial.